Directors & advisers
Date of Appointment: 07 September 2020
Jonathan is a qualified Chartered Accountant with significant experience of the VCT and investment trust sectors. He joined Caledonia Investments plc in 1989, serving as finance director from 1991 to 2009. Currently he is a Non-Executive Director and Chairman of the Audit Committee of British Smaller Companies VCT plc, Chairman of BMO Capital and Income Investment Trust plc and a Non-Executive Director of Tennants Consolidated Limited where he also chairs the Audit Committee.
Jonathan is a former Chairman of BlackRock Income and Growth Investment Trust plc and Aberforth Split Level Income Trust plc. He has also served as a Non-Executive Director of The Income & Growth VCT plc between 2010 and 2020, where he was Chairman of the Audit Committee followed by an interim appointment as Chairman of the Board.
Date of Appointment: 01 February 2003
Helen has extensive experience of investing in a wide range of small and medium sized businesses. She graduated in economics from Cambridge University and began her career in banking. After an MBA at INSEAD business school, Helen worked from 1991 to 1998 at 3i plc, based in their London office. She was a founding director of Matrix Private Equity Limited when it was established in early 2000 and helped raise the initial funds for Mobeus Income & Growth 2 VCT plc (formerly Matrix e-Ventures VCT plc). She is chairman of British Smaller Companies VCT plc. Helen is a director of both I&G and MIG 4 and, as both are advised by Mobeus, is deemed not to be an independent director under the Listing Rules.
Date of Appointment: 10 May 2019
Graham is an investment and financial services professional with over 20 years’ experience in the private equity industry. A chartered accountant, Graham was one of the founding partners of SL Capital Partners LLP, (formerly Standard Life Investments (Private Equity) Limited) where he was a partner and board member until 2010. During his 13 years at SL Capital, he was one of the managers of Standard Life Private Equity Trust plc and was a member of the advisory boards to a number of leading private equity fund managers. In 2013, Graham co-founded TopQ Software Limited, a technology company which develops software for the private equity industry. TopQ Software was acquired by eVestment Inc (now part of NASDAQ Inc) in 2015, where until early 2018, Graham was a director of their private markets data and analytics business. Graham is currently a non-executive director and chairman of the audit committee of Baillie Gifford US Growth Trust plc, chairman of Datactics Limited and a non-executive director of Invesco Perpetual UK Smaller Companies Trust plc.
Date of Appointment: 26 November 2019
Chris has a strong career rooted in technology through which he progressed from corporate executive to businessman. Chris has co-founded a number of companies and has directly invested in several more, gaining extensive experience in high growth businesses.
VCT Status Adviser
Philip Hare & Associates LLP
1 Temple Avenue
London EC4Y 0HA
Portunus Investment Solutions Limited
83 Victoria Street
London SW1H 0HW